See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,323 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,191 | $31,388+2.6% | $73,545-56.2% | $62,292-48.3% |
| Participation rate | 15.0% | 39.9%-24.8pp | 54.9%-39.9pp | 69.5%-54.5pp |
| Annual return | 14.19% | 25.34%-11.2pp | -15.16%+29.3pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $535 | $1,028-48.0% | $1,806-70.4% | $3,169-83.1% |
| Admin fee / account holder | $200 | $299-33.3% | $2,320-91.4% | $479-58.3% |